Truist Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840M | Buy |
2,896,798
+15,734
| +0.5% | +$4.56M | 1.23% | 12 |
|
|
2025
Q1 | $707M | Buy |
2,881,064
+10,099
| +0.4% | +$2.48M | 1.13% | 13 |
|
|
2024
Q4 | $688M | Buy |
2,870,965
+13,092
| +0.5% | +$3.14M | 1.08% | 13 |
|
|
2024
Q3 | $603M | Sell |
2,857,873
-20,020
| -0.7% | -$4.22M | 0.94% | 15 |
|
|
2024
Q2 | $582M | Buy |
2,877,893
+11,242
| +0.4% | +$2.27M | 0.89% | 15 |
|
|
2024
Q1 | $574M | Sell |
2,866,651
-60,079
| -2% | -$12M | 0.87% | 17 |
|
|
2023
Q4 | $498M | Sell |
2,926,730
-79,940
| -3% | -$13.6M | 0.79% | 20 |
|
|
2023
Q3 | $436M | Buy |
3,006,670
+85,735
| +3% | +$12.4M | 0.73% | 23 |
|
|
2023
Q2 | $425M | Sell |
2,920,935
-18,921
| -0.6% | -$2.75M | 0.71% | 26 |
|
|
2023
Q1 | $383M | Sell |
2,939,856
-48,975
| -2% | -$6.38M | 0.66% | 28 |
|
|
2022
Q4 | $401M | Buy |
2,988,831
+105,659
| +4% | +$14.2M | 0.71% | 27 |
|
|
2022
Q3 | $301M | Buy |
2,883,172
+75,369
| +3% | +$7.88M | 0.58% | 33 |
|
|
2022
Q2 | $316M | Sell |
2,807,803
-62,361
| -2% | -$7.02M | 0.58% | 32 |
|
|
2022
Q1 | $391M | Sell |
2,870,164
-64,926
| -2% | -$8.85M | 0.62% | 29 |
|
|
2021
Q4 | $465M | Buy |
2,935,090
+104,444
| +4% | +$16.5M | 0.71% | 20 |
|
|
2021
Q3 | $463M | Sell |
2,830,646
-58,567
| -2% | -$9.59M | 0.76% | 18 |
|
|
2021
Q2 | $449M | Buy |
2,889,213
+54,574
| +2% | +$8.49M | 0.73% | 19 |
|
|
2021
Q1 | $432M | Buy |
2,834,639
+158,399
| +6% | +$24.1M | 0.75% | 17 |
|
|
2020
Q4 | $340M | Buy |
2,676,240
+80,403
| +3% | +$10.2M | 0.65% | 28 |
|
|
2020
Q3 | $250M | Sell |
2,595,837
-153,258
| -6% | -$14.8M | 0.55% | 35 |
|
|
2020
Q2 | $259M | Sell |
2,749,095
-52,321
| -2% | -$4.92M | 0.58% | 30 |
|
|
2020
Q1 | $252M | Buy |
2,801,416
+78,212
| +3% | +$7.04M | 0.66% | 24 |
|
|
2019
Q4 | $380M | Buy |
2,723,204
+2,491,697
| +1,076% | +$347M | 0.77% | 15 |
|
|
2019
Q3 | $27.2M | Sell |
231,507
-2,005
| -0.9% | -$236K | 0.47% | 52 |
|
|
2019
Q2 | $26.1M | Buy |
233,512
+4,166
| +2% | +$466K | 0.45% | 54 |
|
|
2019
Q1 | $23.2M | Buy |
229,346
+241
| +0.1% | +$24.4K | 0.41% | 55 |
|
|
2018
Q4 | $22.4M | Buy |
229,105
+4,347
| +2% | +$424K | 0.46% | 52 |
|
|
2018
Q3 | $25.4M | Buy |
224,758
+2,496
| +1% | +$282K | 0.46% | 54 |
|
|
2018
Q2 | $23.2M | Sell |
222,262
-4,605
| -2% | -$480K | 0.44% | 55 |
|
|
2018
Q1 | $24.9M | Buy |
226,867
+3,234
| +1% | +$356K | 0.48% | 51 |
|
|
2017
Q4 | $23.9M | Sell |
223,633
-3,225
| -1% | -$345K | 0.45% | 55 |
|
|
2017
Q3 | $21.7M | Buy |
226,858
+3,185
| +1% | +$304K | 0.42% | 60 |
|
|
2017
Q2 | $20.4M | Buy |
223,673
+230
| +0.1% | +$21K | 0.41% | 63 |
|
|
2017
Q1 | $19.6M | Sell |
223,443
-29,104
| -12% | -$2.56M | 0.39% | 67 |
|
|
2016
Q4 | $21.8M | Sell |
252,547
-5,580
| -2% | -$482K | 0.45% | 53 |
|
|
2016
Q3 | $17.2M | Buy |
258,127
+4,029
| +2% | +$268K | 0.35% | 80 |
|
|
2016
Q2 | $15.8M | Buy |
254,098
+81,111
| +47% | +$5.04M | 0.33% | 84 |
|
|
2016
Q1 | $10.2M | Sell |
172,987
-2,173
| -1% | -$129K | 0.27% | 103 |
|
|
2015
Q4 | $11.6M | Sell |
175,160
-7,992
| -4% | -$528K | 0.3% | 92 |
|
|
2015
Q3 | $11.2M | Buy |
183,152
+4,186
| +2% | +$255K | 0.29% | 95 |
|
|
2015
Q2 | $12.1M | Buy |
178,966
+27,644
| +18% | +$1.87M | 0.33% | 84 |
|
|
2015
Q1 | $9.17M | Buy |
151,322
+5,589
| +4% | +$339K | 0.26% | 108 |
|
|
2014
Q4 | $9.12M | Sell |
145,733
-828
| -0.6% | -$51.8K | 0.27% | 105 |
|
|
2014
Q3 | $8.83M | Buy |
146,561
+437
| +0.3% | +$26.3K | 0.27% | 107 |
|
|
2014
Q2 | $8.42M | Buy |
146,124
+1,258
| +0.9% | +$72.5K | 0.25% | 110 |
|
|
2014
Q1 | $8.8M | Sell |
144,866
-654
| -0.4% | -$39.7K | 0.28% | 102 |
|
|
2013
Q4 | $8.51M | Sell |
145,520
-10,239
| -7% | -$599K | 0.27% | 98 |
|
|
2013
Q3 | $8.05M | Sell |
155,759
-30,499
| -16% | -$1.58M | 0.29% | 98 |
|
|
2013
Q2 | $9.83M | Buy |
+186,258
| New | +$9.83M | 0.37% | 69 |
|